AWM

Aries Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 17.41%
This Quarter Est. Return
1 Year Est. Return
+17.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$958K
2
+$446K
3
+$406K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$393K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$330K

Top Sells

1
+$522K
2
+$330K
3
+$264K
4
GIS icon
General Mills
GIS
+$242K
5
AGN
Allergan plc
AGN
+$234K

Sector Composition

1 Technology 13.76%
2 Healthcare 11.78%
3 Financials 8.77%
4 Industrials 8.52%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 1.11%
7,503
+15
27
$1.57M 1.1%
32,634
-178
28
$1.54M 1.08%
12,504
+28
29
$1.49M 1.04%
10,367
30
$1.47M 1.03%
12,966
+47
31
$1.4M 0.98%
17,356
+340
32
$1.34M 0.94%
23,767
33
$1.29M 0.9%
22,840
-180
34
$1.24M 0.87%
4,126
-30
35
$1.24M 0.86%
8,349
-29
36
$1.16M 0.81%
25,207
-141
37
$1.16M 0.81%
13,532
38
$1.13M 0.79%
36,748
+1,948
39
$1.09M 0.76%
19,466
-714
40
$1.09M 0.76%
14,848
-73
41
$1.08M 0.76%
7,248
-59
42
$1.07M 0.75%
6,049
43
$1M 0.7%
12,320
44
$986K 0.69%
6,921
+1,604
45
$958K 0.67%
+32,050
46
$920K 0.64%
20,206
+1,772
47
$863K 0.6%
11,820
48
$842K 0.59%
5,109
49
$831K 0.58%
5,085
50
$829K 0.58%
3,092
-20
1
2
3 4 5